PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

82 hedge funds and large institutions have $96.1M invested in PIMCO Corporate & Income Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
32
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAS
Insigneo Advisory Services
Florida
$3.27M
2
CPRC
Consolidated Portfolio Review Corp
New York
$1.71M
3
Morgan Stanley
Morgan Stanley
New York
$10.7M
4
GC
Guggenheim Capital
Illinois
$9.42M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.2M

Top Sellers

1
AWM
Axxcess Wealth Management
California
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$1.59M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$0
4
BAG
Bridgewealth Advisory Group
California
$0
5
LW
Linscomb Wealth
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$728K +$29.3K +2,220 +4%
PAG
27
Private Advisor Group
New Jersey
$693K +$498K +37,713 +256%
LWM
28
LongView Wealth Management
Georgia
$575K +$187K +14,132 +48%
AWS
29
Atria Wealth Solutions
New York
$566K -$8.42K -632 -1%
NL
30
NWAM LLC
Washington
$525K -$6.68K -506 -1%
AF
31
Allworth Financial
California
$409K +$68.6K +5,102 +20%
OC
32
Oppenheimer & Co
New York
$399K +$7.48K +566 +2%
Truist Financial
33
Truist Financial
North Carolina
$365K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$364K +$5.54K +419 +2%
SPC
35
Sigma Planning Corp
Michigan
$350K +$48.5K +3,668 +16%
SWP
36
Semus Wealth Partners
Florida
$320K -$54.8K -4,150 -15%
PI
37
PFG Investments
New York
$319K +$17.2K +1,303 +6%
Wells Fargo
38
Wells Fargo
California
$305K -$410 -31 -0.1%
BPA
39
Beacon Pointe Advisors
California
$298K -$24K -1,815 -7%
SA
40
Sanctuary Advisors
Indiana
$295K +$295K +23,326 New
Jane Street
41
Jane Street
New York
$278K +$278K +21,039 New
ASN
42
Advisory Services Network
Georgia
$269K +$21.9K +1,661 +9%
Stifel Financial
43
Stifel Financial
Missouri
$249K +$249K +18,871 New
DA
44
Detalus Advisors
Missouri
$248K – – –
MML Investors Services
45
MML Investors Services
Massachusetts
$243K -$27K -2,047 -10%
RJA
46
Raymond James & Associates
Florida
$240K -$6.41K -485 -3%
AWM
47
Apollon Wealth Management
South Carolina
$235K -$6.08K -460 -3%
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$227K -$21.1K -1,600 -9%
HF
49
HRT Financial
New York
$213K +$213K +16,144 New
IWM
50
IHT Wealth Management
Illinois
$184K +$29.7K +2,246 +19%
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